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Lassus Wherley Wealth Management Building Better Futures

Chadderdon W. O'Brien, CFP®

Chadderdon O'Brien CFP® Associate Financial Planner

Chad joined Lassus Wherley in 2008 and is currently a Financial Planner. Chad works with a team of four other advisors handling the ongoing management of the firm's assets under management. His responsibilities include holding discussions with clients to answer questions, implement action items, and explain client-specific or firm-wide investment decisions. He reviews portfolios to determine if asset classes are in line with a given target allocation, making rebalancing recommendations when necessary.


Chad gathers data to create, present, implement, and monitor both Financial and Investment Plans. The Financial Planning process includes performing detailed analyses with regards to cash flow, risk management, retirement and estate planning. The Investment Planning process is based on the client's long term goals. He develops diversified asset allocation models for each client using the concepts of Modern Portfolio Theory and the Efficient Frontier.


He assists with the performance of due diligence regarding the research and analysis for possible investment vehicles to be held in client accounts, including interviews with potential portfolio managers.


He is a member of the Investment Committee and Financial Advisors team.


In 2007, prior to becoming an Investment Analyst, Chad worked for Lassus Wherley as a summer intern where he developed and is currently responsible for an in-house management tool used to track, value, and ensure timely action is taken in regard to various forms of executive compensation.


Education

  • Completed the Financial Risk Manager (FRM®) Level I (2011)
  • Financial Planning Certificate Program, Fairleigh Dickinson University (2009)
  • Bachelor of Science, Northeastern University (2007)

Designations/Licenses/ Registrations

  • CERTIFIED FINANCIAL PLANNER™ Professional (2010)
  • Registered Investment Advisor Representative (Series 65, 2009)

Professional Affiliations

  • Member of the Global Association of Risk Professionals (GARP)
  • Corporate professional member of National Association of Personal Financial Advisors (NAPFA)